Buffett Sells Apple: Should Investors Worry?

TheStreet2021-02-22

Warren Buffett’s Berkshire Hathaway has sold $7.4 billion worth of Apple stock in the fourth quarter of 2020. However, the Apple Maven does not think that investors should be too concerned. Warren ...

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精彩评论

Bahtiar
2021-02-23
Bahtiar
Wow! Cheap Sale now!
buckethead
2021-02-23
buckethead
BUY!! BUY !!....byeeeee [笑哭]
MrSoh
2021-02-23
MrSoh
No need
CL777
2021-02-23
CL777
$125 is sweet spot to add shares
- DKD:
  I didnt expect it to drop so much
Black83black
2021-02-23
Black83black
Cool read! Comments
KopiOKosong
2021-02-23
KopiOKosong
[财迷]

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However, the Apple Maven does not think that investors should be too concerned.\nWarren ...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/buffett-sells-apple-should-investors-worry\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BRK.A","symbol_name":"伯克希尔","start_time":0,"source_url":"https://www.thestreet.com/apple/news/buffett-sells-apple-should-investors-worry","article_id":"1135257653","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1135257653","pubTimestamp":1613972461,"columns":[],"sourceInfo":null,"weMediaInfo":null,"summary":"Warren Buffett’s Berkshire Hathaway has sold $7.4 billion worth of Apple stock in the fourth quarter","collect":0,"end_time":0,"defaultTopTitle":"thestreet.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BRK.A":"伯克希尔","AAPL":"苹果","BRK.B":"伯克希尔B"},"translate_title":"巴菲特抛售苹果:投资者应该担心吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":0.9,"BRK.A":0.9,"BRK.B":0.9},"content_text":"Warren Buffett’s Berkshire Hathaway has sold $7.4 billion worth of Apple stock in the fourth quarter of 2020. However, the Apple Maven does not think that investors should be too concerned.\nWarren Buffet’s Berkshire Hathaway hasprovidedan update on its portfolio holdings, this time as of December 2020. Among other key changes that I will review further below, Apple stood out.\nBetween the third and fourth quarters, the Oracle of Omaha’s conglomerate shed about 57 million shares of the Cupertino company. At mid-February prices, the sale amounted to about $7.4 billion worth of the stock. Coincidence or not, Apple shares have been spinning their wheels at around $130, nearly 9% off January 2021 all-time highs.\nBut should investors care? Do Warren Buffett and his management team appear to be any less bullish towards Apple now than they were a few months ago?\nMore of a trim than a bearish move\nThe sale of Apple shares in the fourth quarter led to Berkshire Hathaway allocating substantially less to Apple than about half a year ago, when nearly 48% of the portfolio was parked in this stock. As the chart below depicts, Apple now accounts for “only” 43% of the conglomerate’s capital.\nBut the Apple Maven is not too concerned about Apple losing the Buffett seal of approval, for two reasons.\nAllocation of Berkshire Hathaway's Portfolio, Dec 2020.\nFirst, 43% of $277 billion is still quite a bit of money. Note, for example, that Warren Buffett and crew barely invest in tech stocks. Apple is a sizable and meaningful exception to this rule.\nSecond, Apple stock was worth a whole lot more at the end of the fourth quarter compared to the third: $132 vs. $115 per share. Therefore, Berkshire’s total investment amount in Apple did not decrease between the two periods. In fact, it increased from $111 billion to $120 billion.\nConsidering how much Apple stock Berkshire owns, the Apple Maven thinks that it was reasonable for the conglomerate to trim a bit of its Apple position. Therefore, I still believe that Buffett and his companyremain a raging Apple bull.\nNew Berkshire bets\nApple was not the only stock to make the Berkshire Hathaway headlines. Below are a few noteworthy additions to the portfolio:\n\nVerizon: Berkshire now has a sizable 3.5% stake in the telecom giant, representing 3% of the conglomerate’s portfolio. Not much of a surprise, Verizon stock ended the Wednesday trading session up about 5%.\nChevron: another large addition to the portfolio was the oil and gas supermajor. Berkshire now owns 2.5% of the company.\nMarsh & McLennan: this was the third and last new name to pop up in Berkshire’s 13-F filing. Buffett and co. now own 0.8% of the insurance and consulting company.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":363395433,"gmtCreate":1614093050222,"gmtModify":1634551197958,"author":{"id":"3572780481236399","authorId":"3572780481236399","name":"Bahtiar","avatar":"https://static.tigerbbs.com/d9f277a2fa73580b924e57697803bd06","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3572780481236399","authorIdStr":"3572780481236399"},"htmlText":"Wow! Cheap Sale now!&nbsp;","listText":"Wow! Cheap Sale now!&nbsp;","text":"Wow! Cheap Sale now!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363395433","repostId":1135257653,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":369672252,"gmtCreate":1614043667476,"gmtModify":1634551426969,"author":{"id":"3573341177962944","authorId":"3573341177962944","name":"buckethead","avatar":"https://static.tigerbbs.com/fb0baba9e10b75fa4dc0ff143e54bbea","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3573341177962944","authorIdStr":"3573341177962944"},"htmlText":"BUY!! BUY !!....byeeeee&nbsp;[笑哭]&nbsp;","listText":"BUY!! BUY !!....byeeeee&nbsp;[笑哭]&nbsp;","text":"BUY!! BUY !!....byeeeee [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369672252","repostId":1135257653,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":369617429,"gmtCreate":1614039270261,"gmtModify":1634551459580,"author":{"id":"3574575782343795","authorId":"3574575782343795","name":"MrSoh","avatar":"https://static.tigerbbs.com/c5bdec030dd49d0dabdf0b9138e4311a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3574575782343795","authorIdStr":"3574575782343795"},"htmlText":"No need","listText":"No need","text":"No need","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369617429","repostId":1135257653,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":369617888,"gmtCreate":1614039248544,"gmtModify":1634551459818,"author":{"id":"3560241002253187","authorId":"3560241002253187","name":"CL777","avatar":"https://static.tigerbbs.com/e9aef3dd830373a0427a3447b1b564e3","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3560241002253187","authorIdStr":"3560241002253187"},"htmlText":"$125 is sweet spot to add shares","listText":"$125 is sweet spot to add shares","text":"$125 is sweet spot to add shares","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/369617888","repostId":1135257653,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3636993,"gmtCreate":1614047147859,"gmtModify":1635762047077,"authorId":3573432966195266,"author":{"id":3573432966195266,"idStr":"3573432966195266","authorId":3573432966195266,"name":"DKD","avatar":"https://static.tigerbbs.com/54df8ef8723b1e98034221fc97261189","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":369617888,"type":1,"supId":0,"prevId":0,"content":"I didnt expect it to drop so much","text":"I didnt expect it to drop so much","html":"I didnt expect it to drop so much"}],"langContent":"EN"},{"id":369849118,"gmtCreate":1614033603834,"gmtModify":1634551492992,"author":{"id":"3576542985729070","authorId":"3576542985729070","name":"Black83black","avatar":"https://static.tigerbbs.com/68ef81b344574b1c1be3814d613f72a8","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3576542985729070","authorIdStr":"3576542985729070"},"htmlText":"Cool read! Comments&nbsp;","listText":"Cool read! Comments&nbsp;","text":"Cool read! Comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369849118","repostId":1135257653,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":369817790,"gmtCreate":1614019566910,"gmtModify":1634551508783,"author":{"id":"3574996865408444","authorId":"3574996865408444","name":"KopiOKosong","avatar":"https://static.tigerbbs.com/d2c4c120499c324c452c83e3386c906e","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3574996865408444","authorIdStr":"3574996865408444"},"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369817790","repostId":1135257653,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":52,"commentSize":40,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1135257653"}